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Wealthspire Advisors (New York)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
7,574
+785
+12% +$28K ﹤0.01% 999
2026
Q1 		$220K Buy
+6,789
New +$227K ﹤0.01% 829
2025
Q4 		– Sell
-4,950
Closed -$154K – 1691
2025
Q3 		$154K Buy
+4,950
New +$150K ﹤0.01% 877

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s FNDA Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 12% in Q2 2026, buying an estimated $28K and bringing the position to 7,574 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Wealthspire Advisors (New York) first reported a position in FNDA in Q3 2025 and has held it in 3 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,574 shares of Schwab Fundamental US Small Company Index ETF worth $288K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 785 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $28K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #999 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.